AI Copilot & Autonomous Portfolio Risk Officer

Complete operational guide to Firewire AI Copilot: in-chat broker report parsing, automated trade deduplication, REPO exclusion, mathematical risk auditing, and public page intelligence.

Section: Getting Started & Features · Updated October 2, 2026

Summary (TL;DR):

AI Copilot is an autonomous analytical assistant based on ReAct architecture. Drag-and-drop any Excel, CSV, or PDF broker report into chat to automatically preview trades, eliminate duplicates, filter technical REPO noise, and confirm ledger updates with one click. Copilot also calculates HHI concentration, tracks dividends, and answers questions on public sharing and comparison pages.

1. Architecture and Operational Principles

Firewire AI Copilot functions as a full-featured autonomous agent following the ReAct (Reasoning + Acting) methodology:

Context Awareness: dynamically loads positions, open orders, and cash balances across configured accounts.
MCP Tool Calls: delegates quantitative calculations (HHI, duration, XIRR, dividend projections) to deterministic platform microservices.
Web Search Toggle (🌐): pulls recent central bank key rate decisions and issuer filings when active.
GigaChat Engine & BYOK: powered by GigaChat with support for bringing your own Sber Studio API keys for unrestricted access.

2. Interactive Report Import & Smart Deduplication

Upload Excel (.xlsx, .xls), .csv, or .pdf reports directly into the conversation:

Interactive trade preview card inside Copilot dialogue with duplicate badges and «Exclude REPO» actions

Automated composite matching: checks incoming rows against existing transactions by ticker + timestamp + operation + execution price + volume, highlighting matches with duplicate badges.
One-Click Action Buttons: «Remove Duplicates» and «Exclude REPO» strip noise and repeated rows instantly.
Safe Execution: trades are committed only upon explicit «Confirm» button press.

3. AI Copilot on Public Sharing & Comparison Pages

Starting with version 1.75.27, authenticated users can invoke AI Copilot directly on public sharing (/shared/:token) and comparison (/compare) pages:

Active Page Context Injection: Copilot binds automatically to the token of the displayed portfolio, answering questions strictly regarding its composition.
Targeted Quick Starters: on shared pages, chips suggest: «What is the risk level?», «Assess diversification», «What is the bond share?». On comparison pages: «Which portfolio is more conservative?», «Compare returns», «Which has higher risk?».
Public MCP Tools: executes calculations via get_shared_portfolio_analysis and get_shared_portfolios_comparison without accessing private database tables.
Session & Balance Privacy: chats remain isolated from your private history, and absolute monetary balances stay masked.

AI Copilot modal on shared portfolio page presenting diversification analysis and suggestion chips

4. Data Privacy & PII Scrubbing

Autonomous PII Sanitization: passport series, tax IDs, and full legal names are stripped prior to external LLM dispatch.
Isolated Computational Layer: models process anonymized tickers, weights, and durations.
Deterministic Fallback: in case of LLM timeouts, the platform switches seamlessly to deterministic rule-based algorithms.